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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Weber Hartmann Vrijhof & Partners Ltd
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|---|---|
| CRD # | 156928 |
| SEC # | 801-72329 |
| CIK # | |
| AUM | $162.8 M (2025-03-24) |
| Employees | 5 (80% Investors, 0% Brokers) |
| Phone | 01141443157777 |
| Address | Schaffhauserstrasse 418 Zurich, Switzerland |
| Source | [IAPD] [Website] [Twitter] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($M) |
|---|
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| Other | Swiss Stragegy Portfolio | 2012-03-30 | 33.2 |
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 86 | 41.0 |
| (b) Individuals (high net worth individuals) | 28 | 121.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 1 | 0.6 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 115 | 162.8 |
| By Discretionary | ||
| Discretionary | 107 | 100.9 |
| Non-Discretionary | 8 | 62.0 |
| Total | 115 | 162.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 10.3 | |
| United States Persons | 152.6 | |
| Total | 115 | 162.8 |
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|---|---|---|
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0.2 | |
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Incompass Financial Partners LLC
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GA | 0.2 |
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Conceptual Financial Advisors LLC
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TT Capital Management LLC
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0.2 | |
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TM Wealth Management LLC
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VA | 0.2 |
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Gasaway Investment Advisors Inc
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MI | 0.2 |
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JMS Capital Group Wealth Services LLC
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PA | 0.2 |
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Brown Capital Management LLC
✚
|
AR | 0.2 |
|
Livelsberger Lynn Louis
✚
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OH | 0.2 |
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Pittsburgh Financial Planners Inc
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PA | 0.2 |